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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2626
OMIC
Old Mission Investment Co
Michigan
$275K +$199K 1 0.14% New
2627
RMC
Resources Management Corp
Connecticut
$274K -$5.63K 2 0.04% Reduced
2628
HI
Hoey Investments
Pennsylvania
$273K -$21.8K 3 0.1% Reduced
2629
IA
Inspire Advisors
Idaho
$273K +$222K 6 0.1% New
2630
HDIM
Hanson & Doremus Investment Management
Vermont
$272K -$73.8K 4 0.07% Reduced
2631
RBFC
Roman Butler Fullerton & Co
Missouri
$272K +$198K 1 0.16% New
2632
Mather Group
Mather Group
Illinois
$271K +$678 1 0.01% Increased
2633
DFA
Delta Financial Advisors
Louisiana
$270K +$196K 1 0.14% New
2634
HUB Investment Partners
HUB Investment Partners
Texas
$270K +$323K 1 0.12% New
2635
PA
Perennial Advisors
New York
$270K +$235K 2 0.1% New
2636
ST
Somerset Trust
Pennsylvania
$270K -$7.21K 1 0.12% Reduced
2637
SIM
Stratos Investment Management
Ohio
$269K +$12.4K 1 0.08% Increased
2638
AG
AlphaSimPlex Group
Massachusetts
$268K -$241K 1 0.09% Reduced
2639
AMG
Advisors Management Group
Wisconsin
$267K +$194K 1 0.11% New
2640
LCWP
Legacy Capital Wealth Partners
Arkansas
$267K +$251K 1 0.11% New
2641
RFO
RiverGlades Family Offices
Florida
$267K $0 1 0.23% Maintained
2642
CPWA
Cerro Pacific Wealth Advisors
California
$265K +$192K 1 0.16% New
2643
PC
Pecaut & Co
Iowa
$265K +$192K 1 0.2% New
2644
QAM
QCI Asset Management
New York
$265K +$192K 1 0.02% New
2645
PO
Private Ocean
California
$264K +$130K 1 0.05% Increased
2646
WCM
Windsor Capital Management
Arizona
$264K -$51.2K 1 0.1% Reduced
2647
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$263K +$191K 1 0.03% New
2648
CHA
Carmichael Hill & Associates
Maryland
$262K +$18.4K 2 0.15% Increased
2649
AFIA
America First Investment Advisors
Nebraska
$261K $0 1 0.08% Maintained
2650
BWP
Baldwin Wealth Partners
Massachusetts
$261K +$101K 3 0.03% Increased